Resource Center for Professional Advisors - The San Diego Foundation

How to Give
What to Give
Transferring Securities

Descriptions
Sample Fund Purposes
Forms
Costs

Suggested Wording
Legacy Funds
Sample Fund Purposes
Forms
Legacy League

How they Work
Advantages
Menu of Services
Guidelines

Inv. Managers
Inv. Performance
Inv. Policy
Audited Financials

Sample Illustrations
Giving Calculator

Forms
GiftLaw
Publications/Articles
Web Links

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